basis of estimates part 1 introduction melissa hollis engineering systems support state...
TRANSCRIPT
Basis of Estimates Part 1 Introduction
Melissa HollisEngineering Systems Support
State Specifications and Estimates OfficeJune 2012
Basis of Estimates
•Part 1: Introduction to the Basis of Estimates
•Part 2: Selecting Pay Items
•Part 3: Estimating and Review
Part 1: Introduction to the Basis of Estimates
•General Information•BOE Online
•Chapter 1: Updates & Registration•Chapter 2: Units of Measure•Chapter 5: Contact Lists•Chapter 6: Pay Item Requests•Chapter 7: Design Tools•Chapter 8: Forms•Chapter 9: Trnsport & Webgate•Chapter 10: Formatting Items
General Information: Terminology
•DOT or FDOT: Florida Department of Transportation•BOE: Basis of Estimates•Specs: Specifications, including the Standard Specifications (bound book), Supplemental Specifications (FHWA approved), Special Provisions, Developmental Specifications, and Technical Special Provisions
•Estimates: Pay Item, Quantity, Price•PSE Package
General Information: Terminology
•Proposal•Bidder•Contract
•Project•Category / Design GroupRoadway, Structures, Signing & Pavement Markings, Lighting, Signals, Landscaping, Utilities, Architectural, Mass Transit
Bridges:One category for
each bridge
General Information: Terminology
•LRE: Long Range Estimates•Trnsport•PES, CES, LAS, SiteManager, DSS
•Webgate, Designer Interface•WebTrnsport LRE: Anticipated
quantities based on typical section
TRNSPORT: Known quantities based on
plans
General Information: Terminology
•PPM: Plans Preparation Manual•CPAM: Construction Project Administration Manual
•Standards: Design Standards, Interim Standards, Indexes, Instructions for Design Standards
http://www.dot.state.fl.us/rddesign/ DesignStandards/Standards.shtm
General Information: Timeline
•Pre-Design•Design•Letting & Bid Review•Award•Construction
General Information: Timeline
•Pre-Design•Design•Letting & Bid Review•Award•Construction
Part 1: Introduction to the Basis of Estimates
•General Information•BOE Online
•Chapter 1: Updates & Registration•Chapter 2: Units of Measure•Chapter 5: Contact Lists•Chapter 6: Pay Item Requests•Chapter 7: Design Tools•Chapter 8: Forms•Chapter 9: Trnsport & Webgate•Chapter 10: Formatting Items
BOE Online
•searchable .pdf files•Reader is available from http://www.adobe.com
•Files are located on the Specifications and Estimates web page at http://www.dot.state.fl.us/ specificationsoffice/
Basis of Estimates
BOE Online
•NOT a contract document•Refer to Chapter 10 for coordinating BOE content with the plans and specifications
BOE Online
•Complete file is large!•Use online chapter files, whenever possible.
Basis of Estimates- Chapter 1
•Updated Monthly, or as needed•Estimates Bulletins•Registration through Contact Database http://www.dot.state.fl.us/ projectmanagementoffice/ contactdatabase.shtm
Chapter 2: Units of Measure
•Abbreviations–ED: Per each, per day (5 items x 5 days= 25 ED)–LO: Location
•Conversion Factors–43,560 ft2/ac
Chapters 3 and 4
•Chapter 3: Alphabetical ListPipe, Optional vs Optional PipeExcavation, Borrow vs Borrow ExcavationImpact Attenuator vs Crash Cushion
•Chapter 4: Blank for future use
Chapter 5: Contact Lists
•Directory of Coordinators•Central Office Pay Item coordinators•Responsible Offices•Listing, by pay item range, of the responsible office and contact person(s)
Chapter 5: Contact Lists
Project Specific Issues•Designer coordinates with Project Manager.•Project Manger works with District or Responsible Office, as needed•E-mail, with Designer and Project Manager’s contact information, works well to expedite responses. Carefully select the “cc: group”•Project Number, Letting & Production Dates
Chapter 6: Requesting Pay Items
•Opening pay items•Creating new pay items•Pay Item request instructions•Inactive Items•Pay Item reviews•Coordination Team•Management Team•Developmental, Trial, and/or Special Pay Items•Generic Pay Items
Chapter 6: Requesting Pay Items
•Opening pay items•Item structure is already in the BOE•Valid/Obsolete dates may apply
•Creating new pay items•Additional Size, shape, etc.•Other operations?•General use, new specs?•Project Specific/Limited use? •Developmental/Experimental?
Chapter 6: Requesting Pay Items
•Opening pay items•Creating new pay items•Pay Item request instructions•Inactive Items•Pay Item reviews•Coordination Team•Management Team•Developmental, Trial, and/or Special Pay Items•Generic Pay Items
Chapter 6: Requesting Pay Items
•Coordination Team•Representatives from Design, Construction, Maintenance, and other offices•Coordinate the implementation of Pay Items, Specifications, Standards, and other issues
•Management Team•Managers from same offices•Work to resolve issues between offices, policy issues, etc.
Chapter 6: Requesting Pay Items
•Opening pay items•Creating new pay items•Pay Item request instructions•Inactive Items•Pay Item reviews•Coordination Team•Management Team•Developmental, Trial, and/or Special Pay Items•Generic Pay Items
Generic Pay Items
Format 000-AAA-BBB, where AAA = Design Groups /Categoryand BBB= sequential numbering 1, 2, 3, etc.•000-100-BBB Structures•000-200-BBB Roadway•000-300-BBB Signing/Pavement Marking•000-400-BBB Lighting•000-500-BBB Signals/ITS•000-600-BBB Landscaping
Caution: Read the rules!
Great for single use, but not for testing.
Generic Pay Items
Complete rules in Chapter 6. Here is a brief summary of the rules:• Must not be used if there is an existing pay item.• Must not be used to violate or circumvent standard pay items.• Must not be used to circumvent the approval process on developmental items. (No “testing” without Product Evaluation or Materials Office involvement)• Must not be used as a work-around for a pay item that has been rejected for statewide usage by Central Office. • Must not to be used for sole-sourcing of materials/ methods for items of work.
Generic Pay Items
Complete rules in Chapter 6. •Good Examples:•Utility Items without existing pay items•“Single use, Unique work”- Skyway lighting•“Unusual”- Geotechnical or Structural work
•Remember:•No tracking, no project or cost history•No applicable specs/standards
Chapter 7: Design Tools
•Coordination between plans, specs, and pay items•Plan Notes•“T” Flag
Specifications include:Description MaterialsConstruction or Installation requirementsMethod of MeasurementBasis of Payment
Chapter 7: Design Tools
•Coordination between plans, specs, and pay items
Specs: Book, SPs, TSPs, Developmental, Supplemental
Plans: Structures, Roadway, Lighting, Signals, etc.
Estimate: Item Number, Description, Units, Prices
Standards:E-book, IDS
Chapter 7: Design Tools
•Coordination between plans, specs, and pay items•Plan Notes•“T” Flag
Project Specific Details- good
Duplicating Specs- bad
Chapter 7: Design Tools
•Coordination between plans, specs, and pay items•Plan Notes•“T” Flag
When is a Tech Spec needed?
Chapter 7: Design Tools
•Coordination between plans, specs, and pay items•Plan Notes•“T” Flag
T Tech Spec/Plan DetailsD Plan Details requiredP Permit requiredM Monitored itemG Generic ItemA Approvals needed
Chapter 8: Forms
•CADD (Tabulation forms included in the plans)–Created by the responsible office: Roadway, Structures, Drainage, or other–Maintained by the CADD Office–Instructions in PPM or other handbooks/manuals
•COMP (Computation Book forms)–Created and Maintained by the Construction Office–Master PI List available within Webgate–Instructions in Preparation and Documentation Manual
Chapter 9: Webgate and Designer Interface
•RACF Password required•Designer Interface•Trnsport Reports–Project Edit Report–Proposal Summary of Quantities (for use in plans)–Master PI List
•Internet Reports–Item Average Reports
Chapter 9: Webgate and Designer Interface
•RACF Password required•Designer Interface•Trnsport Reports–Project Edit Report–Proposal Summary of Quantities (for use in plans)–Master Pay Item List
•Internet Reports
Chapter 9: Webgate and Designer Interface
•RACF Password required•Designer Interface•Trnsport Reports–Project Edit Report–Proposal Summary of Quantities (for use in plans)
•Internet Reports
Chapter 10: Formatting Pay Items
•Pay Item Description•Unit, Accuracy, Plan Quantity•Important Dates•Detail•Related Items•Documentation•References, Specs, Standards•Plan Detail and/or Tech Spec•Pay Item Structure•Where to Find It
Chapter 10: Formatting Pay Items
Chapter 10: Formatting Pay Items
•Price vs. Quantity
District XDistrict YDistrict Z
Quantity
$
Question?
•Which is less expensive- concrete or pvc/plastic pipe?
•How can we bid concrete vs PVC?
Answers
•Bid Prices
Materials
Labor
Equipment
Chapter 10: Formatting Pay Items
•Pay Item Description•Unit, Accuracy, Plan Quantity•Important Dates•Detail•Related Items•Documentation•References, Specs, Standards•Plan Detail and/or Tech Spec•Pay Item Structure•Where to Find It
Chapter 10: Formatting Pay Items
•Specification Section number•Pay Item Number 123-ABC-DEF
100s General, Earthwork200s Base Courses300s Pavement400s Structures500s Incidental Construction600s Traffic Control Devices700s Signing, Lighting, and Pavement Markings900s Special Items
BOE Advice
If you don’t see a pay item that you need, please ask.•Existing/available Item•Open an item/existing structure•Create a new item•Developmental Pay Item•Generic Pay Item
Thank you for your time!Melissa HollisBasis of Estimates CoordinatorState Specifications and Estimates [email protected]